About the starting policy rules in time off policies
This topic applies to our new time off system only.
Select these links for information about the accrual rules, limitation rules, and validation rules in time off policies.
If you have purchased an Enterprise-level product, we can work with you to create fully customized accrual rules. Contact your Customer Success Manager for more information.
Starting policy rules determine the policy's balance at the policy effective date. They can be added to default policies in time off types, or can be added to specific accrual policies assigned to users.
There are currently four rules available, as described below.
|
Rule name |
Description |
|---|---|
|
Starting Balance Carry Over |
The preceding policy’s end balance will be the new policy's starting balance, but only up to the amount you enter This is the parameter you can set for each policy:
|
|
Starting Balance Per Calendar Month |
The balance will be the amount set for the user's starting month. This is typically used in countries like Japan and Spain, where leave in an employee's first year may be prorated, depending on the month they start work. These are the parameters you can set for each policy:
|
|
Starting Balance Set To |
The balance will be set to the amount you enter These are the parameters you can set for each policy:
|
| Starting Balance Set To with Expiry |
The balance will be set to the amount you enter, and you can specify an expiry date for that starting amount. This rule is typically used if you're moving balance hours into Replicon that are associated with an expiry date. These are the parameters you can set for each policy:
|
Related links
Setting up time off types
Adding default time off accrual policies (for new time off system)
About the accrual rules in time off policies
Assigning time off types and accrual policies to users
How anniversary-based time off policies work
